Filing analysis
Alkeon Capital Management Llc
13F-HR · period Q1 2026 · filed May 15, 2026
$59.50BReported 13F value
188Positions
1Other managers included
+4New
24Increased
20Reduced
−12Exited
Largest new positions
| Security | Value | Weight |
|---|---|---|
| ASML ASML Holding N.V. | $238.84M | 1.1% |
| TTMI TTM Technologies, Inc. | $102.29M | 0.5% |
| BABA Alibaba Group Holding Limited | $62.73M | 0.3% |
| AVGO Broadcom Inc. | $30.36M | 0.1% |
Largest resizings
| Security | Δ shares | Value now | |
|---|---|---|---|
| MSFT Microsoft Corporation | ▼ Trim | -39.2% | $444.64M |
| GOOGL Alphabet Inc. | ▼ Trim | -12.8% | $1.45B |
| TER Teradyne, Inc. | ▲ Add | +14.7% | $826.98M |
| VRT Vertiv Holdings Co | ▲ Add | +24.9% | $626.95M |
| LRCX Lam Research Corporation | ▼ Trim | -39.2% | $833.37M |
| SOLS Solstice Advanced Materials… | ▲ Add | +226.1% | $279.36M |
| TWLO Twilio Inc. | ▲ Add | +636.0% | $231.51M |
| TSM Taiwan Semiconductor… | ▼ Trim | -0.3% | $1.83B |
| MELI MercadoLibre, Inc. | ▼ Trim | -24.9% | $312.09M |
| SNPS Synopsys, Inc. | ▲ Add | +56.4% | $622.22M |
Provenance: Metadata from the EDGAR form index; analysis from the parsed information table (latest accepted version of this quarter). Not editorial commentary: computed fields only.